Meredith Herrington is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and is based in Augusta, GA. Herrington has worked at Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Aiken Regional Medical Centers and Piedmont Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of advisors and branch offices.

James Gilbert is a CFP® with 34 years of industry experience. He is currently affiliated with Osaic and previously worked at Woodbury Financial Services for 18 years. Gilbert is the managing partner of Cornerstone Private Advisors, LLC, which provides investment and insurance products along with firm administration duties. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Andrew Finch is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Finch serves as president of the Retreat Private Road Maintenance Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ronald Lentz is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at MML Investors Services LLC and Massachusetts Mutual Life Insurance Co from 2015 to 2017. He is based in North Augusta, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and provides a range of investment strategies and affiliated services through a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Mei Tsang is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Heather Atkinson is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved as the sole proprietor of Riverfront Investment Group, LLC, focused on real estate, and acts as the personal representative for her late father's recreation business, Savannah Valley Landscape DBA Par 3 West. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured discovery processes and proprietary planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Allison Barksdale is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.

Michael Young is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a coach for Aiken High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Judith Bovitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, she owns a horse boarding business in Aiken, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Corbitt is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 1998 and has since built a practice focused on trust, personalized guidance, and long-term client relationships. In 2014, she joined Merrill Lynch Wealth Management, where she serves clients with comprehensive wealth management strategies tailored to individual circumstances and goals. In 2023, Amy helped establish OCB & Associates, a wealth management team that emphasizes collaboration to assist individuals, families, and business owners with investment management, retirement planning, wealth preservation, and legacy creation. Amy holds a Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Liberty University and attended Christopher Newport University and Armstrong Atlantic State University without degree conferral. Her client focus areas include college education planning, liquidity management, retirement income, portfolio management, and specialization in serving women and wealth. In addition to her professional work, Amy serves on the board of the Augusta Sports Council and is involved with The Lydia Project. She resides in North Augusta with her family and enjoys running, participating in fit camp, traveling, cooking, gardening, reading, and yoga.

Charles Jenkins is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for his grandchildren. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

John Phelan is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an elder on the advisory board of the First Presbyterian Church of Augusta. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Craig Archer is a Series 66-licensed financial advisor with Edward Jones in Aiken, South Carolina, where he has worked since 2019. He has seven years of industry experience and previously worked at Augusta VAH FCU. Outside of his advisory role, he is a silent investor in a construction and home building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Dustin Ennis is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Berlin's Restaurant Supply for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branches.

Jenna Moore is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to that, she was employed at SRP Federal Credit Union for 11 years and has been affiliated with the University of Phoenix since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Jones is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers various investment strategies and affiliated financial services.

Ned Kough is a financial advisor with Edward Jones in Aiken, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in retail at Belk. Outside of his advisory role, he has experience working in inventory management for a retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs and investment solutions with a nationwide network of advisors and branch offices.

Randall Snipes is a financial advisor at Morgan Stanley with 27 years of industry experience and a Series 66 designation. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management is a comprehensive advisory and brokerage firm serving both individual and institutional clients with tailored financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

David Mcdaniel is a financial advisor with Morgan Stanley in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.